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Mark W

ChFC®, Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Mark Werner is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas Advisory Services since 2021. Prior to that, he has worked with Cornerstone Advisors, LLC, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Carillon Group Inc. Werner is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Carol H

Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Carol Henrick is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been associated with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Investment Corp, Carillon Group, and Ameritas Life Insurance Corp since 2011. Outside of her advisory work, she assists her disabled sister with daily activities as part of the Family Cares Act. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Luke G

Series 65, Series 63

Chesterfield, MO

Ameritas Advisory Services, LLC

Luke Gilliam is a financial advisor at Ameritas Advisory Services, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameritas in various capacities since 2022, including roles at Ameritas Investment Company and Ameritas Life Insurance Corporation. Prior to entering the financial industry, he spent nine years in full-time education. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs through a combination of in-house and third-party managers and integrates its services with affiliated broker-dealer and investment adviser entities.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Michael G

Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles at related firms including Ameritas Life Insurance Corp and Dealer Benefit Service Inc. Outside of his advisory work, he is licensed as an independent insurance agent and serves as president of Dealer Benefit Service Inc, focusing on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular emphasis on retirement plan consulting and fiduciary advice.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Thomas G

CFP®, Series 63, Series 65

Chesterfield, MO

Ameritas Advisory Services, LLC

Thomas Gilliam Jr. is a CFP® professional with 26 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. He has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp for over 20 years and has been affiliated with Carillon Group Inc since 1999. He is also licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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